See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,717 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,512 | $63,114-54.8% | $92,893-69.3% | $65,185-56.3% |
| Participation rate | 62.0% | 68.8%-6.8pp | 76.0%-14.0pp | 70.2%-8.2pp |
| Annual return | 4.25% | 28.75%-24.5pp | 109.41%-105.2pp | 29.38%-25.1pp |
| Employer contribution / active EE | $1,149 | $2,571-55.3% | $3,653-68.5% | $2,177-47.2% |
| Participant deferral / active EE | $1,877 | $3,108-39.6% | $4,236-55.7% | $3,514-46.6% |
| Admin fee / account holder | $121 | $624-80.6% | $5,794-97.9% | $847-85.7% |